Gideon Capital Advisors, Inc. (New York)

Name: Gideon Capital Advisors, Inc.
Address: 460 Park Avenue, New York, NY, 10022
Telephone: 214-282-3548

Gideon Capital Advisors, Inc. is a large advisory firm based in New York. It manages $269.42 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Gideon Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gideon Capital Advisors: assets under management

The assets under management (AUM) of Gideon Capital Advisors, Inc. is $269.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $269.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.71 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gideon Capital Advisors, Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gideon Capital Advisors serves?

The only and largest group of clients of Gideon Capital Advisors is pooled investment vehicles with 2 clients and $269.42 million of assets under management. Among the 9 most similar advisory firms, Gideon Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $269.42 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Gideon Capital Advisors also advises several private funds.

Careers at Gideon Capital Advisors, Inc.

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Thomas Wurtz	President and chief compliance officer	1 Dec 2013	75% - 100%	4947487

Based in New York

The principal office where Gideon Capital Advisors, Inc. performs its advisory services is located at 460 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Estes Park, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-282-3548 or by fax 212-320-0291. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at gideoncapitaladvisors.com.